+944.0%
IREN vs DUK
+47.1%
+896.9%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -4.5% |
| 7D | +4.8% | -1.7% | +6.5% | +3.5% |
| 30D | +9.8% | -2.2% | +12.0% | +7.9% |
| 3M | -15.3% | -3.7% | -11.6% | -17.1% |
| 6M | +14.5% | -6.3% | +20.8% | +10.9% |
| YTD | +15.5% | +4.5% | +11.0% | +19.5% |
| 1Y | +29.8% | +1.8% | +27.9% | +32.8% |
| All | +944.0% | +47.1% | +896.9% | +1,093.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded DUK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling